Go Pro
→ Your $29.97 book is free today (From Profits Run) (Ad)tc pixel Free FNCL Stock Alerts

Fidelity MSCI Financials Index ETF (FNCL) Institutional Ownership

Fidelity MSCI Financials Index ETF logo
$80.22 +0.70 (+0.88%)
As of 07/24/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Fidelity MSCI Financials Index ETF (NYSEARCA:FNCL)

Number of
Institutional Buyers
(last 12 months)
146
Total
Institutional Inflows
(last 12 months)
$187.39M
Number of
Institutional Sellers
(last 12 months)
96
Total
Institutional Outflows
(last 12 months)
$111.20M
Get FNCL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Fidelity MSCI Financials Index ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

FNCL Institutional Buying and Selling by Quarter

Fidelity MSCI Financials Index ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Buska Wealth Management LLC23,641$1.81M0.7%-41.9%0.081%
7/10/2026 Heck Capital Advisors LLC19,239$1.47M0.1%-1.4%0.066%
7/10/2026 West Branch Capital LLC1,225$94K0.0%-14.0%0.004%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors8,617$660K0.1%-11.9%0.030%
7/9/2026 Strategic Point Investment Advisors LLC224,324$17.17M2.2%+2.8%0.768%
7/8/2026 First Heartland Consultants Inc.2,622$201K0.0%N/A0.009%
7/7/2026 Howard Financial Services LTD.2,918$223K0.0%N/A0.010%
6/3/2026NewEdge Advisors LLC4,212$296K0.0%-71.0%0.014%
5/19/2026Paragon Private Wealth Management LLC4,675$328K0.1%-13.6%0.016%
5/19/2026NewEdge Advisors LLC4,137$290K0.0%-71.6%0.014%
5/19/2026Bank of America Corp DE123,604$8.68M0.0%-0.2%0.415%
5/19/2026Centaurus Financial Inc.8,787$617K0.0%+4.1%0.029%
5/18/2026Sunbelt Securities Inc.11,964$840K0.1%-5.6%0.040%
5/18/2026Royal Bank of Canada79,882$5.61M0.0%+370.6%0.268%
5/16/2026KCM Investment Advisors LLC3,330$234K0.0%-12.1%0.011%
5/16/2026Quantinno Capital Management LP20,170$1.42M0.0%+5.7%0.068%
5/14/2026Modern Wealth Management LLC91,988$6.46M0.1%-3.6%0.309%
5/14/2026Lido Advisors LLC2,670,135$187.44M0.6%-1.4%8.960%
5/13/2026Cetera Investment Advisers34,664$2.43M0.0%+13.2%0.116%
5/8/2026Pacific Sun Financial Corp11,402$800K0.4%+28.0%0.038%
5/8/2026PNC Financial Services Group Inc.400$28K0.0%-67.3%0.001%
5/6/2026Bartlett & CO. Wealth Management LLC1,500$110K0.0%N/A0.005%
5/6/2026Astra Wealth Partners LLC2,894$203K0.1%N/A0.010%
5/6/2026Bessemer Group Inc.1,505$106K0.0%N/A0.005%
5/6/2026 Independent Financial Group LLC3,417$240K0.0%N/A0.011%
5/5/2026Bank of New York Mellon Corp8,001$562K0.0%-7.5%0.027%
5/5/2026Sigma Planning Corp14,209$997K0.0%-33.5%0.048%
5/5/2026 Nwam LLC4,780$336K0.0%+59.6%0.016%
5/4/2026Beckerman Institutional LLC5,413$380K0.2%-3.2%0.018%
5/4/2026Lifeworks Advisors LLC29,023$2.04M0.3%+9.9%0.097%
5/4/2026 Procyon Advisors LLC155,754$10.93M0.2%+19.2%0.523%
5/1/2026Fifth Third Bancorp4,409$309K0.0%+384.0%0.015%
5/1/2026Sovran Advisors LLC2,882$214K0.0%+10.5%0.010%
4/30/2026Elevated Capital Advisors LLC2,945$207K0.1%-6.3%0.010%
4/30/2026Financial Freedom LLC5,971$419K0.2%-17.4%0.019%
4/30/2026Kestra Advisory Services LLC242,191$17.00M0.1%+17.2%0.784%
4/30/2026KDK Private Wealth Management LLC24,302$1.71M1.6%-2.2%0.079%
4/29/2026Fischer Financial Services Inc.140,049$9.83M3.3%-0.5%0.453%
4/27/2026BIP Wealth LLC3,295$231K0.0%+5.1%0.011%
4/27/2026Private Advisor Group LLC11,852$832K0.0%-6.0%0.038%
Ready to give options a try? Your first trade (Ticker included) -INSIDE (Ad)

Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

4/24/2026 Acorn Financial Advisory Services Inc. ADV14,514$1.02M0.1%+6.9%0.047%
4/24/2026 Strategic Point Investment Advisors LLC218,273$15.32M2.2%+0.8%0.704%
4/22/2026Janney Montgomery Scott LLC6,148$432K0.0%-3.0%0.020%
4/22/2026 Yoder Wealth Management Inc.93,649$6.57M3.0%+14.5%0.302%
4/22/2026 Harbor Asset Planning Inc.30,253$2.12M1.8%+4.4%0.098%
4/22/2026Merkkuri Wealth Advisors LLC2,267$159K0.1%N/A0.007%
4/21/2026 Maltin Wealth Management Inc.53,263$3.74M1.4%-5.9%0.172%
4/20/2026 Longview Financial Advisors Inc.553$39K0.0%N/A0.002%
4/20/2026Kestra Private Wealth Services LLC30,366$2.13M0.0%-17.0%0.098%
4/20/2026 RFG Advisory LLC7,640$536K0.0%-8.5%0.025%
4/17/2026 Athena Wealth Management LLC8,581$602K0.5%+21.3%0.028%
4/17/2026 Cornerstone Management Inc.8,841$621K0.1%+24.3%0.029%
4/16/2026 Smith Salley Wealth Management60,305$4.23M0.2%+7.1%0.195%
3/13/2026World Investment Advisors9,566$744K0.0%+2.5%0.030%
3/9/2026Corient Private Wealth LLC5,169$402K0.0%+33.2%0.016%
2/27/2026 Instrumental Wealth LLC3,521$263K0.2%+13.9%0.011%
2/20/2026Sunbelt Securities Inc.12,671$985K0.1%-25.5%0.040%
2/20/2026Kovitz Investment Group Partners LLC189,496$14.73M0.3%-7.7%0.600%
2/19/2026Jacobs Equity LLC20,598$1.60M1.5%N/A0.065%
2/18/2026Mercer Global Advisors Inc. ADV248,468$19.32M0.0%-9.4%0.786%
2/18/2026EP Wealth Advisors LLC27,550$2.14M0.0%N/A0.087%
2/18/2026NewEdge Advisors LLC14,542$1.13M0.0%-32.4%0.046%
2/18/2026Empowered Funds LLC4,350$338K0.0%-11.9%0.014%
2/17/2026AQR Capital Management LLC10,587$823K0.0%+19.5%0.034%
2/17/2026Cetera Investment Advisers30,621$2.38M0.0%+22.2%0.097%
2/17/2026Osaic Holdings Inc.414,449$32.24M0.0%-3.7%1.312%
2/17/2026Advisory Services Network LLC7,120$554K0.0%-10.5%0.023%
2/17/2026Captrust Financial Advisors6,168$479K0.0%+65.5%0.020%
2/17/2026&PARTNERS10,833$842K0.0%+20.3%0.034%
2/17/2026Royal Bank of Canada16,976$1.32M0.0%-5.0%0.054%
2/17/2026Howe & Rusling Inc.1,765$137K0.0%N/A0.006%
2/16/2026MML Investors Services LLC10,200$793K0.0%-6.4%0.032%
2/16/2026Mariner LLC49,648$3.86M0.0%+5.2%0.157%
2/16/2026Motiv8 Investments LLC1,092$85K0.0%N/A0.003%
2/16/2026Arax Advisory Partners1,729$134K0.0%N/A0.005%
2/16/2026Blue Jean Financial LLC10,205$793K0.6%N/A0.032%
2/16/2026Atlas Capital Advisors Inc.14,133$1.10M0.1%N/A0.045%
2/13/2026Kestra Advisory Services LLC206,622$16.06M0.1%+45.4%0.654%
2/13/2026Visionary Wealth Advisors3,969$309K0.0%+30.4%0.013%
2/13/2026Stifel Financial Corp115,129$8.95M0.0%-2.4%0.364%
2/13/2026Charles Schwab Investment Management Inc.1,882,009$146.31M0.0%+2.8%5.956%
2/13/2026Wells Fargo & Company MN119,091$9.26M0.0%-27.7%0.377%
2/13/2026Summit Financial LLC49,410$3.84M0.1%+3.3%0.156%
2/12/2026Federation des caisses Desjardins du Quebec1,274$99K0.0%+422.1%0.004%
2/12/2026Orion Porfolio Solutions LLC38,102$2.96M0.0%-8.7%0.121%
2/12/2026Commonwealth Equity Services LLC474,222$36.87M0.0%+5.7%1.501%
2/12/2026 IFC & Insurance Marketing Inc.863$67K0.1%N/A0.003%
2/12/2026Steward Partners Investment Advisory LLC63,172$4.91M0.0%+0.9%0.200%
2/12/2026Colonial Trust Co SC568$44K0.0%+56.9%0.002%
2/12/2026Great Valley Advisor Group Inc.17,643$1.37M0.0%-2.5%0.056%
SPCX Warning - and Worst News for Stocks in 50 Years (Ad)

Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in 50 years - and it has nothing to do with a single stock. According to multiple Wall Street banks, a coming crisis could keep your portfolio in the red for 10 years or longer. Keith Kaplan, CEO of TradeSmith, is sharing what you can do to protect your wealth before it hits.tc pixel

Learn how to prepare your portfolio for what's coming next
2/11/2026Empowered Funds LLC4,350$338K0.0%-11.9%0.014%
2/11/2026KDK Private Wealth Management LLC24,857$1.93M1.7%-2.3%0.079%
2/11/2026Janney Montgomery Scott LLC6,336$493K0.0%+11.1%0.020%
2/11/2026Deutsche Bank AG1,553$121K0.0%N/A0.005%
2/11/2026Paragon Private Wealth Management LLC5,409$420K0.1%-24.0%0.017%
2/11/2026LPL Financial LLC347,864$27.04M0.0%+19.2%1.101%
2/11/2026O Shaughnessy Asset Management LLC36,974$2.87M0.0%-0.5%0.117%
2/11/2026JPMorgan Chase & Co.137,856$10.72M0.0%-2.4%0.436%
2/11/2026 J.W. Cole Advisors Inc.6,353$494K0.0%-5.7%0.020%
2/11/2026Vise Technologies Inc.3,873$301K0.0%N/A0.012%


FNCL Institutional Ownership - Frequently Asked Questions

During the previous two years, 259 institutional investors and hedge funds held shares of Fidelity MSCI Financials Index ETF. The most heavily invested institutionals were Lido Advisors LLC ($187.44M), Charles Schwab Investment Management Inc. ($146.31M), AGF Management Ltd. ($65.19M), Commonwealth Equity Services LLC ($36.87M), Osaic Holdings Inc. ($32.24M), LPL Financial LLC ($27.04M), and Sava Penzisko Drushtvo A.D. Skopje ($26.10M).Learn more on Fidelity MSCI Financials Index ETF's institutional investors.

Of the 224 institutional investors that purchased Fidelity MSCI Financials Index ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AGF Management Ltd. ($664.76K), Sava Penzisko Drushtvo A.D. Skopje ($341.87K), Vicus Capital ($337.40K), Commonwealth Equity Services LLC ($275.36K), Mercer Global Advisors Inc. ADV ($266.40K), LPL Financial LLC ($237.01K), and Lido Advisors LLC ($231.70K).

Institutional investors have bought a total of 2,472,634 shares in the last 24 months. This purchase volume represents approximately $187.39M in transactions.

Of the 95 institutional investors that sold Fidelity MSCI Financials Index ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Vicus Capital ($304.80K), AGF Management Ltd. ($249.75K), Commonwealth Equity Services LLC ($147.27K), Northwestern Mutual Wealth Management Co. ($119.96K), Advisory Services Network LLC ($61.62K), Lido Advisors LLC ($57.20K), and Wells Fargo & Company MN ($45.57K).

Institutional investors have sold a total of 1,470,467 shares in the last 24 months. This volume of shares sold represents approximately $111.20M in transactions.


Related Companies

This page (NYSEARCA:FNCL) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Three oil giants buried the same discovery for 50 years
In 1976, Chevron tapped an energy source with no fuel costs, no carbon, and no supply chain - then killed the ...
Behind the Markets | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel